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Tips, traps and technical landmines
Tax has never been more complex, for taxpayers and advisers alike. Legislative change, regulatory change, regulator activity, and the increasing complexity of business transactions are all increasing the demands on tax professionals. In times of change, one of the few constants for tax professionals is the importance of fundamental technical knowledge and skills. This program is designed to respond to that need so that participants will gain the insights needed to add value (whether as advisers or in-house) and avoid technical traps and landmines.
The 2019 organising committee are delighted to have designed an unapologetically technical program that will equip attendees with the practical knowledge and skills to navigate the complex tax environment. Before diving into the detail however, it is important to understand the context in which we need to deliver our tax technical skills. To assist with this, we are delighted to welcome Bob Deutsch and Stephanie Caredes to respond to the political landscape in an environment where tax policy will likely be a key political battlefield. Continuing at the macro level, we are excited to have the return of our expert commentators Graeme Cooper and Kerrie Sadiq, who will join with Bob Deutsch to tackle the big tax reform questions of our time. We’re sure this discussion will be thought provoking and will provide the perfect lead-in to lively networking drinks on Thursday night.
The remainder of the program goes to the core of the Tax Institute’s professional development; technical sessions delivered by the experts, to provide attendees with the practical insights to respond to this complex world. From residency, to capital and revenue distinctions, with a plenary session on valuations, the technical program tackles core tax matters providing fresh insights and responding to the latest changes. We also cover the key reforms relevant to SME and corporate practitioners, with Paul Banister traversing the stepping stones of Division 7A reform in the SME stream, and John Bland providing a ‘post-implementation’ perspective on the practical impacts of the Significant Global Entity changes in the corporate stream.
The 2019 Queensland Tax Forum organising committee are confident that this program will provide all attendees with the information and ‘tips’ necessary to avoid the traps and technical landmines arising from today’s complex environment. It is my sincere pleasure to commend the 2019 Queensland Tax Forum to you, and I look forward to seeing you all there.
Professional investors invest in a range of items including property (direct, listed and unlisted). Various taxation issues arise in the context of what amounts can be claimed as deductions, what amounts should be included in the cost base of the relevant investment and what amounts (eg. lease incentives and compensation for lost income) should be included in assessable income. This topic will cover:
Presented by Nicola Woodward, CTA, MBMpl and Caroline Ee, CTA, McCullough Robertson
Register for the FULL series with our Individual subscription or Company subscription!
Professional employees that earn above average income often require advice to ensure that they have an optimum and appropriate remuneration plan in place. Salary packaging can ensure that a professional employee is maximising the interaction between benefits that attract fringe benefits tax (FBT), receive concessional tax treatment or are exempt from FBT. This session will cover:
Presented by Stewart Williams, Deloitte and Marie Kenny, Deloitte
The value of building contracts managed by building contractors can be significant and there are some tax issues that regularly arise for the building and construction industry. This topic aims to cover some of those issues including:
Presented by Sian Sinclair, CTA, Grant Thornton and Tanya Balasekeran, Grant Thornton
A high proportion of individual taxpayers claim a substantial amount of work related deductions and naturally the Australian Tax Office wants to ensure that taxpayers are not claiming income tax deductions that they are not entitled. Various substantiation requirements need to be satisfied while in some cases expenses do not have to be fully substantiated. This topic will cover:
Presented by Trevor Pascall, CTA, Crowe Horwath
An increasing number of domestic retail businesses are now looking to expand their sales via online platforms. The increase in digital businesses gives rise to a myriad of issues that SMEs need to consider. This topic will cover:
Presented by Ajay Ravi, PwC, Devak Bhika, PwC, Cathy Joseph, ATO and David Xu, ATO
Tax professionals are called upon to provide taxation advice on an extensive range of client related tax issues. This series of seminars, built around six key client types, has been specifically catered to engage young tax professionals in exploring, in greater depth, common issues that that most practitioners will encounter in their professional work. Each session is supported by practical, challenging case studies, demonstrating application of taxation law to the client issues presented.
Authored and delivered by practising experts, the series is intended to enable young tax practitioners to gain a deeper understanding of the application of the law to a range of common client issues and expand their current knowledge base.
Please note this is a paperless event, the materials will be emailed to you the week prior to each session.All subscriptions are valid for 2019 only.
IntroductionTax professionals are called upon to provide taxation advice on an extensive range of client related tax issues. This series of seminars, built around six key client types, has been specifically catered to engage young tax professionals in exploring, in greater depth, common issues that that most practitioners will encounter in their professional work. Each session is supported by practical, challenging case studies, demonstrating application of taxation law to the client issues presented.
Post the recent super reforms, the Total Superannuation Balance (TSB) impacts a member’s ability to access a range of superannuation concessions including non-concessional contributions, the ability to use the ‘bring forward rule’ and to access the new ‘carry-forward’ of unused concessional contributions, amongst others. This case study-based workshop is designed to examine the following:
Presented by Ben Dean, CTA, WMS Chartered Accountants
Property settlements arising from marriage or relationship breakdowns often involve complex tax issues and can also attract specific and, in many cases, concessional direct and indirect tax treatment in Australia. This discussion will provide:
Presented by Jodie Mills, CTA, Small Myers Hughes and Michael Small, CTA, Small Myers Hughes
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